You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

 PRINT PROFILE

Contact information

Contact Number: 0824472554
 
Address: 6 Condon Avenue, Pierre van Ryneveld. Centurion. and 18 Satara Road, Somerset West
 

About

I have been in the Financial Planning Industry as an advisor since 1985. During 1990 I started my own practice as an Independent Financial Advisor. I have studied extensively, and
I hold the designation of CERTIFIED FINANCIAL PLANNER® Professional. My highest qualification is an Advanced Post Graduate Diploma in Financial Planning NQF level 8 from the University of the Free State.
The fact that I am independent, not affiliated to any specific company makes me an advisor that only looks after your interests. I am as Independent and Objective as can be and I only consider your needs.

Company Info

I am a Independent Financial Planner not affiliated to any company specifically.

I offer comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of my clients. I am here to help you live by design, not by default.

Done right, financial planning is about more than just money. It’s about creating clarity, freedom and connection – and those things are free. My ethos is deeply rooted in empathy, kindness, authenticity, honesty and integrity. My aim is to serve as an integral advocate and partner to help my clients live the very best possible versions of their lives.

I am also a Financial Coach who helps my clients with the basics of money management. I work with clients who may have a bad relationship with money or who have other obstacles keeping them from managing their finances well. My goal is to help my clients develop healthy money habits that will last.

For those who are ready, I am here to help clear your path forward, and then walk with you every step of the way. If building a relationship with a financial advisor based on honesty and transparency sounds like your kind of thing, then I’d love to chat to you.

Toy ON MONEYWEB  

Under the new pension regulations, can you borrow money from your provident fund?

15 April 2021    2    606
You can borrow funds to buy a property, renovate a property, pay off a housing loan, or to guarantee a housing loan. You cannot use the funds for any other purpose. ...

Bank or insurance company: Which is best to preserve your provident fund?

25 February 2021    7    22
The company is not as important as the financial planner who is going to manage your funds for you. ...

Toy's VIEWS  

How to put together a budget that works

26 March 2021    20
The biggest mistake you can make when putting together your budget is only thinking of your large expenses. ...

Four reasons to create systems for your new year’s resolutions

11 January 2021    4
Systems will allow you to take consistent action with less reliance on motivation while giving you a better chance to be happy with your progress. ...
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles: Advanced Search
Click a Company: